Job Description – Back Office Assistant

Location: Onsite (Office-based)

Role Type: Full-time

About the Role

We are looking for a dedicated and detail-oriented Back Office Assistant. This role is central to supporting the operations of our wealth management business, with a focus on mutual funds, insurance, and other investment-related products. The individual will handle end-to-end backend operations, client coordination for approvals, and ensure smooth documentation and billing processes.

Key Responsibilities

• Manage all backend operational tasks related to financial products (mutual funds, insurance, etc.).

• Handle documentation, data entry, and processing of client transactions with accuracy.

• Coordinate with clients for transaction approvals, follow-ups, and basic clarifications.

• Maintain and update client records in a timely and organized manner.

• Prepare and manage client billing, invoicing, and payment follow-ups.

• Ensure accuracy and compliance in all tasks with attention to detail.

Required Skills & Qualifications

• Minimum qualification: Graduate and above (any discipline).

• Ability to read and write in English with basic communication skills for client interactions.

• Mandatory: Knowledge to operate a computer, including MS Office tools (Excel, Word, Outlook).

• Mandatory: Ability to draft, write, and send professional emails.

• Strong attention to detail and ability to maintain accuracy in work.

• Fresher candidates are also welcome

Preferred Skills (Added Advantage)

• Knowledge of mutual funds, insurance products, or other financial instruments.

• Prior experience in back-office operations, finance, or administrative roles.

What We Are Looking For

• Genuine candidates who are committed to building a long-term career with us.

• Self-motivated individuals with a strong sense of responsibility and ownership.

• It is a Full Time Back Office / Data Entry job for candidates with 0 - 2 years of experience.

More about this Back Office Executive job

1. What is the eligibility criteria to apply for this Back Office Executive job?
   Ans: The candidate should be Graduate and above and above with 0 - 2 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹13000 - ₹16000 per month that depends on your interview. It's a Full Time job in Mumbai.
3. How many working days are there for this Back Office Executive job?
   Ans: This Back Office Executive job will have 6 working days.
4. Are there any charges applicable while applying or joining this Back Office Executive job?
   Ans: No, there is no fee applicable for applying this Back Office Executive job and during the employment with the company, i.e., KAHAAN CAPITAL SERVICES LLP.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Back Office Executive role?
   Ans: There is an immediate opening of 1 Back Office Executive at KAHAAN CAPITAL SERVICES LLP
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Back Office / Data Entry job.
8. What are the timings of this Back Office Executive job?
   Ans: This Back Office Executive job has 09:30 सुबह - 06:30 शाम timing.